Problem
Based on the continuing case in chapter 5, Financial Services: Savings Plans and Payment Accounts, address and discuss the questions and statements listed below.
a) Assuming the role of a financial planner, how would you advise the client on their personal financial planning strategy?
b) Incorporating chapter 7, 8, and 9, advise the client on housing decisions (i.e. rent or buy), the role of consumer credit in planning, and the importance of insurance instruments (chapters 10-12).
c) Include your advice on wealth accumulation utilizing securities such as stocks and bonds. (chapters 13-15).
Textbook(s) Kapoor, J. R., Dlabay, L. R., Hughes, R. J., & Hart, M. M. (2019). Personal finance (13th ed.). McGraw-Hill Education.
The response should include a reference list. Using double-space, Times New Roman 12 pnt font, one-inch margins, and APA style of writing and citations.